+10.3%
HLT vs PSLV
+49.9%
-39.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -1.6% | -3.5% | +1.9% | -1.5% |
| 30D | -5.0% | -2.1% | -2.9% | -5.0% |
| 3M | -10.4% | -1.6% | -8.8% | -10.5% |
| 6M | +3.2% | -25.5% | +28.7% | +3.3% |
| YTD | +6.7% | -11.4% | +18.2% | +5.7% |
| 1Y | +10.3% | +48.6% | -38.3% | +4.4% |
| All | +10.3% | +49.9% | -39.6% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling